§ 02 — How it works
From enquiry to booked appointment
An example lead-to-customer workflow. Each step is labelled with what runs on this website today, what we build for clients, and what is still planned here.
- Live on this site
- Built for clients
- Planned for this site
AI never promises prices, contracts, or outcomes on its own. Sensitive or unclear requests go to a person.
- 1
Prospect sends an enquiry
Live on this siteThrough a website form or the AI assistant.
- 2
Backend validates the submission
Live on this siteRequired fields, email format, length limits, and spam checks run on the server.
- 3
Webhook starts the workflow
Built for clientsAn automation tool such as n8n, Make, or Zapier receives the lead.
- 4
AI categorises and summarises
Live on this siteThe enquiry is labelled by service and urgency, with a short summary for the team.
- 5
Rules choose the next action
Built for clientsBusiness rules decide who handles the lead and what happens next.
- 6
CRM updated, team notified
Live on this siteA CRM record is created or updated and the right person gets an alert.
- 7
Approved acknowledgement sent
Built for clientsThe prospect gets a pre-approved reply, never an AI-invented promise.
- 8
Prospect books a consultation
Planned for this siteThrough a scheduling link or a reply with available times.
- 9
Follow-up reminders run
Built for clientsReminders and nudges follow your configured timing rules.
- 10
Reporting tracks outcomes
Built for clientsResponse time, qualified leads, appointments, and conversions.